Automation works best on work that is repetitive, rule-based and easy to describe. Look for tasks someone does the same way every week.
Good first candidates are: acknowledging new enquiries, assigning leads to the right person, chasing missing documents, sending appointment or status reminders, and compiling a weekly summary.
Map the manual steps first. If you cannot describe a process in a few sentences, simplify it before automating it.
Keep a human in the loop for decisions that affect customers. Automate the hand-off and the reminder, not the judgement.
Related: Automation services from EMV Tech.
